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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,760 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $10,654 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,244 | $55,453-47.3% | $170,439-82.8% | $62,293-53.1% |
| Participation rate | 63.8% | 66.4%-2.5pp | 83.6%-19.8pp | 69.5%-5.7pp |
| Annual return | 11.71% | 21.38%-9.7pp | 205.94%-194.2pp | 28.90%-17.2pp |
| Employer contribution / active EE | $990 | $2,164-54.2% | $5,433-81.8% | $2,042-51.5% |
| Participant deferral / active EE | $2,242 | $2,303-2.6% | $4,939-54.6% | $3,169-29.3% |
| Admin fee / account holder | $124 | $455-72.8% | $13,881-99.1% | $479-74.2% |